随着2024年牛市的延续,资金流入创下新纪录。稳定的Ethereum(ETH)价格和新的Bitcoin(BTC)价格记录已经在DeFi中得到体现。
随着Bitcoin和Ethereum的价值在年底增长,更多的价值被锁定。牛市效应带动近一个月DeFi整体回暖。资金正在流入 BTC 质押协议和基于 ETH 的DeFi 。
流动资金重新注资的流入更为明显,这是全年增长的行业之一。此外,Hyperliquid 的崛起使其成为继 BTC 和 ETH 之后最大的价值锁定中心。
从锁仓总额的变化来看,Hyperliquid加速流入。由于价格上涨,BTC 和 ETH 锁定的价值不断增长,同时抵押品的价值也随之增加。
流入这些顶级项目的资金范围从用户存款到DeFi和 ETF 购买。不同生态系统的资金流入可能有所不同,但总体趋势仍然乐观。最大的资金流出来自TRON ,而最活跃的 L1 和 L2 链以及开发的DeFi和 Web3 应用程序继续有较小的资金流入。
过去一周, Babylon Labs 举办的Cap-3活动之后,BTC 的质押有所扩大。在为 1,000 个区块进行新的非托管质押后,该活动于 12 月 16 日结束。该活动额外吸引了 59,983 BTC,价值 $5.38B。这些资金流入将在未来几周内统计,反映出Bitcoin网络 TVL 的垂直扩张。锁定的 BTC 总价值目前为$6.92B ,每枚币的价格高于 $104,000。大部分价值被 Babylon Labs 锁定,其总流动性为 $5.63B。
Hyperliquid 正在发展其去中心化期货交易平台。 DEX 正在添加新的交易选项,从低杠杆开始。
Hyperliquid 也在不断扩大其未平仓合约,吸引稳定币流入。该交易所不提供现货市场,仅提供衍生品对。
Hyperliquid 的未平仓合约量创下历史新高,>$4.3B。 pic.twitter.com/8YUwBEEWEU
- Hyperliquid (@HyperliquidX) 2024 年 12 月 16 日
According to other metrics, Hyperliquid locks in $3.19B with vertical growth since its launch in December. The rise of the HYPE token and the potential for high-speed trading is boosting the positions of Hyperliquid as one of the actively growing protocols.
As a result of the growth, the native HYPE token has been on an expansion track. HYPE trades at $26.50, with no drawdowns since the token generation event. HYPE holders are also not selling, unlike early Magic Eden (ME) recipients.
The other source of liquidity and locked ETH are DeFi apps with requisite collaterals. Liquid staking now carries a total of $70.69B, producing $7.68M in daily fees. LidoDAO is still the leader with more than $39B in value locked.
The other big source of inflows are liquid restaking protocols, which build another layer of liquidity. Over the course of 2024, liquid restaking expanded by more than 6,000%, with total value locked increasing above $17B.
EtherFi is the leader, holding more than $9.37B, followed by KelpDAO. The sector started out with just $284M in January. Overall, the DeFi sector now locks in more than $140B, a level not seen since April 2022. DeFi value crashed since 2022, while protocols had to rebuild and liquidity flowed to new apps.
One of the growth apps in 2022 was Aave (AAVE), which now holds upward of $22B in various assets. The creation of $196.8B worth of stablecoins is also adding to the available liquidity for pools, staking and lending.
A Step-By-Step System To Launching Your Web3 Career and Landing High-Paying Crypto Jobs in 90 Days.